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Loop and Branch

Pivott workflow automation process can found a great customer deals.

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A lot of tasks have been automated and our users are able to work more efficiently

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Why Pivott 💫 is the only solution for every Real-estate 🏢 problem?

Grow your
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Every subscriber gets free access to Pivott Social - a network of Real Estate Professionals to engage, build communities & cohesion, find a resource, promote their business and Grow Referral Business.

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Being organized allows you to spend more time on income producing activity. Let Pivott handle the busy work while you Close more Deals.

Manage your
Team

Lead your team by having the ability to track everyone’s business & activity, set team goals, access their transactions, create private or personal chats/livestream video and analyze growth via metrics collection.

Manage your
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Run your office on one platform and track agent activity, growth and trends. Utilize Pivott Social to build community & cohesion within your office in a Private Group. Assign roles & permissions in the platform and provide Smart Compliance to maintain records.

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Track your Leads and convert them to Clients

Manage your leads & clients from nurture to closed.

Prospect Management

Stay on top of your leads, clients and VIP’s! Here you can create notes & reminders, track activity, attach files and set appointments & tasks!

Featuring Lead & Client Induction Web Forms

No more note taking or creating a transaction - Have your prospect begin the work for you! By simply sending your client a web link from your mobile app, watch as it automatically creates a client profile page with notes or starts a transaction thereby saving you time!

Broker Compliance

Stay Compliant in Your Office

Maintaining proper records and safely storing all documentation is very important regarding Real Estate Compliance. Pivott keeps your brokerage and client data safe and organized.

Compliance Checklist Creation

Brokers have full control on what they deem is required for compliance. Pivott Compliance provides pre-built checklists that are fully customizable. Easily create Commission Disbursement Authorizations.

File Submission & Review Features

Submit & Review files with ease using Pivott’s AI Powered Smart Sorting & Data Extraction. Agent Compliance has never been faster! Send and Receive Real Time note & comment app notifications with your agents to eliminate delays.

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